- JPMorgan Chase (Palo Alto, CA)
- …Wealth Planner within JP Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to communicate that ... to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management,… more
- JPMorgan Chase (Los Angeles, CA)
- …better serve their needs + Engage with clients in financial planning, basic tax , trust and estate planning, retirement, educational, and philanthropic planning, ... management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care,… more
- Fox Rothschild LLP (San Francisco, CA)
- Trust & Estate Associate - Los Angeles, CA; San Francisco, CA **Description:** Fox Rothschild LLP has an opening in multiple offices for a Trust & Estate ... candidate will have three to five years of experience with estate planning and trust administration. Our Trust & Estate Practice is nationally recognized for… more
- Truist (Los Angeles, CA)
- …the following job description:** Responsible for marketing and selling of Corporate Trust & Escrow Services ("CTES") business in specified markets, regions, and/or ... change from time to time. 1. Possess thorough knowledge of corporate trust and escrow solutions available to institutional clients: public and private corporations,… more
- H&R Block (Folsom, CA)
- …that will grow stronger every year. Joining H&R Block as an experienced Tax Professional means you'll leverage your desire to deliver an exceptional client ... experience by serving clients with diverse tax needs with the support of an expert team....Enrolled Agent certification + Experience completing complex returns (individual, trust , partnership) + 5+ years of experience in accounting,… more
- H&R Block (Long Beach, CA)
- …that will grow stronger every year. Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the ... support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would be even better if you also had + Bachelor's… more
- Cherry Bekaert (CA)
- …(https://www.cbh.com/about/awards-and-recognition/) , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster ... growth and continuous professional development. Our State and Local Tax (https://www.cbh.com/services/ tax /state-local- tax /#:~:text=Our%20State%20%26%20Local%20Tax%20service,local%20tax%20overpayment%20or%20underpayment.) team is looking… more
- Intuit (Mountain View, CA)
- …+ Passion for tackling complex consumer problems, ideally within fintech, personal finance, tax , or related domains where user trust , accuracy, and data privacy ... to prosper. Intuit TurboTax is building the future of AI-powered tax prep, leveraging Machine Learning, Pre-Trained Transformer Models, and Large Language… more
- Zscaler (San Jose, CA)
- …can be more agile, efficient, resilient, and secure. Our cloud native Zero Trust Exchange platform protects thousands of customers from cyberattacks and data loss by ... **impact in your role matters more than title** and trust is built on results. We believe in transparency...of cybersecurity. We're seeking an experienced Director of International Tax to join our Global Tax team.… more
- Robert Half Legal (Los Angeles, CA)
- …to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with financial institutions to collect estate assets * ... [com] Requirements + 5+ years of estate planning, probate administration or trust administration experience + bachelor's degree OR paralegal certificate TO APPLY,… more